I begin with a rant on the meaning of value investing. Then, I discuss the perils of investing in retail and commodities. I look at three stocks: American Eagle Outfitters, John B. Sanfilippo & Son, and Fresh Del Monte Produce. Finally, I wrap up by talking about Joel Greenblatt’s “The Little Book That Beats the Market”.
Listen to the Gannon On Investing Podcast: "Value Investing"
I begin this first half – hour podcast with a rant on shareholder apathy. Then, I discuss Village Supermarket (VLGEA), this week’s interesting company you’ve never heard of. Finally, I wrap up by talking about the narrow P/E spread in today’s market and the lack of any real quality gap. Of course, I explain what this means for you, the long term investor, and how to take advantage of the situation.
Listen to the Gannon On Investing Podcast: "Shareholder Apathy"